Bullock Wealth Management’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Bullock Wealth Management’s Portfolio IBCB Stock Details IBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5K	Buy	+541	New	+$13.6K	0.01%	406

Other funds holding IBCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bullock Wealth Management's IBCB Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q2 2026: 541 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings.

22 funds tracked by Wall St. Rank hold IBCB as of Q2 2026.

Bullock Wealth Management held 541 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $13.5K as of Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF was a new Bullock Wealth Management position in Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #406 holding.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.